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TMO Stock Set to Gain From the Expansion of Gibco Bacto Portfolio
ZACKS· 2025-12-16 13:51
Core Insights - Thermo Fisher Scientific (TMO) has expanded its Gibco Bacto CD portfolio with the introduction of Gibco Bacto CD Supreme FPM Plus and Gibco Bacto CD Supreme Feed (2X), aimed at enhancing plasmid DNA and recombinant protein production using E. coli [1][5] Company Developments - The new formulations represent a significant advancement in microbial bioprocessing technology, expected to strengthen TMO's Cell Culture and Cell Therapy business [2] - Following the announcement, TMO shares increased by 0.7%, closing at $575.91, indicating positive market reception [3] - TMO has a market capitalization of $215.01 billion and an earnings yield of 3.9%, outperforming the industry average of -3.5% [4] Product Features - The Gibco Bacto CD Supreme FPM Plus medium is hydrolysate-free and supports high-density E. coli cultures, designed for various strains, enhancing process development and growth performance [6] - When used with Bacto CD Supreme Feed (2X), customers can achieve up to 120% higher plasmid DNA production yield compared to traditional methods, ensuring consistent results from lab to commercial scale [8][9] Industry Context - The global plasmid DNA manufacturing market is projected to grow from $2.13 billion in 2024 at a CAGR of 21.4% through 2030, driven by increasing demand for gene therapy and mRNA vaccines [10] - TMO is expanding its bioprocessing capabilities in Asia, including a new Bioprocess Design Center in Hyderabad, India, to support the growing biopharmaceutical industry [11] Stock Performance - Over the past three months, TMO shares have risen by 21.8%, significantly outperforming the industry growth of 7.5% [12]
Firestone: Twenty-three hour trading sounds exhausting, not transformative
CNBC Television· 2025-12-16 12:38
All right, Carrie, I actually want to hit on one of those stories we just talked about, the idea of 23-hour a day trading during the work week. You're somebody who's traded equities. What do you think about that proposal. What do you think it could mean for the market.>> I call it a little exhausting. I think um in fact, people do a lot of trading after hours. Uh, I think it would be more um I I would say um structured because there perhaps would not be the type of drops that we see um after hours when ther ...
青年科研新声 | 发现青年力量 —— 赛默飞高校分析测试优秀青年人才支撑计划入选者专场直播
仪器信息网· 2025-12-16 09:09
点击免费限量礼盒 特别提示 微信机制调整,点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标,否则很可能无法看到我 们的推送。 为集中呈现2025年度"赛默飞高校分析测试优秀青年人才支撑计划"的丰富成果,促进分析测 试领域的前沿交流与跨学科融合,赛默飞世尔科技联合 中国分析测试协会高校分析测试分会 ,共同发起"赛默飞高校分析测试优秀青年人才支撑计划入选者专场直播"。本次直播特别从本 年度优秀青年人才支撑计划一、二、三类入选者中邀请四位青年学者,分享他们在不同研究层 次与方向上的创新探索,展现青年科研人才的多元视角与前沿实践。 必看的四大理由 青 年 顶 尖 力 量 云 端 集 结 : 四 位 来 自 南 京 大 学 、 广 东 工 业 大 学 、 北 京 大 学 、 中 国 石 油 大 学 (北京)的青年科研精英,将分享涵盖材料检测、地外样品分析、免疫机制解析、环境介质表 征的前沿进展。 扫描上方二维码参与报名 跨学科创新成果深度解码 : 从原子尺度的材料精准表征到月壤分析关键技术,从质谱多组学 新技术到大规模环境分子数据库构建,全面呈现分析测试技术的前沿应用与跨越式发展。 重磅嘉宾与报告前瞻 孙敬 ...
半导体电性失效分析设备(缺陷定位设备)行业调研报告
Sou Hu Cai Jing· 2025-12-16 08:38
电性失效分析设备发展至今已有40年历史,此设备引入中国亦已接近20余年。除去大家耳熟能详的日本滨松,近年来行业内发展不断加速,也涌现出了一 大批新生势力。本文将分成以下几个部分。 1.简述电性失效分析设备 2.市场空间讨论 3.行业内设备厂商介绍 (注:本文的信息皆来源于公开招标和业内人士调研,如有失误,望请海涵。) 概括: 电性失效分析为细分高壁垒市场,产品为中红外,近红外相关高端光学仪器,主要服务半导体、泛半导体行业。电性失效分析中国市场空间约为5亿人民 币附近,未来预计将维持在这一份额。 电性失效分析厂商主要背景分为两类:科学仪器开发商和前代理商独立后自研品牌,目前第一梯队品牌全部为前者,例如日本滨松,美国赛默飞等。国产 品牌中凌光红外已经建立较大优势。 -中国大陆半导体设备支出保持高位但进入缓步下降周期 根据SEMI2024年9月发布的《300mm晶圆厂2027年展望报告(300mm Fab Outlook Report to 2027)》,2025年到2027年,全球300mm晶圆厂设备支出预计 将达到创纪录的4000亿美元,预计全球300mm晶圆厂设备支出预计从2024年的993亿美元增长至202 ...
Thermo Fisher Scientific Expands Gibco™ Bacto™ Portfolio with Next-Generation, Chemically Defined Media to Boost E. coli Biomanufacturing Productivity
Businesswire· 2025-12-15 13:15
WALTHAM, Mass.--(BUSINESS WIRE)--Thermo Fisher Scientific Inc., the world leader in serving science, today announced the launch of Gibcoâ"¢ Bactoâ"¢ CD Supreme FPM Plus and Gibcoâ"¢ Bactoâ"¢ CD Supreme Feed (2X), two next-generation chemically-defined formulations that expand the Gibcoâ"¢ Bactoâ"¢ CD portfolio to enhance and simplify plasmid DNA and recombinant protein production using Escherichia coli (E. coli). As demand for plasmid DNA continues to surge to support expanding gene therapy and mRNA vaccin. ...
Morgan Stanley Analyst Is Bullish On Thermo Fisher Scientific Inc. (TMO)
Yahoo Finance· 2025-12-12 13:50
Thermo Fisher Scientific Inc. (NYSE:TMO) is among the 13 Best Nanotechnology Stocks to Buy Now. Morgan Stanley Analyst Is Bullish On Thermo Fisher Scientific Inc. (TMO) According to The Fly, on December 2, 2025, Morgan Stanley analyst Kallum Titchmarsh established a price objective of $670, up from $656. He initiated coverage of Thermo Fisher Scientific Inc. (NYSE:TMO) with an Overweight rating. According to Titchmarsh, the end markets for Life Science Tools and Diagnostics are starting to show potential ...
Looking At Thermo Fisher Scientific's Recent Unusual Options Activity - Thermo Fisher Scientific (NYSE:TMO)
Benzinga· 2025-12-11 20:01
Financial giants have made a conspicuous bearish move on Thermo Fisher Scientific. Our analysis of options history for Thermo Fisher Scientific (NYSE:TMO) revealed 9 unusual trades.Delving into the details, we found 22% of traders were bullish, while 55% showed bearish tendencies. Out of all the trades we spotted, 2 were puts, with a value of $176,400, and 7 were calls, valued at $558,411.Projected Price TargetsBased on the trading activity, it appears that the significant investors are aiming for a price t ...
华尔街顶级分析师最新评级:贝宝遭降级、ROKU获上调
Xin Lang Cai Jing· 2025-12-11 15:25
华尔街最受热议且对市场有影响的研报评级如今汇总于此。以下是由 The Fly 整理的、投资者今日需关 注的研报评级变动。 五大评级上调 华尔街最受热议且对市场有影响的研报评级如今汇总于此。以下是由 The Fly 整理的、投资者今日需关 注的研报评级变动。 五大评级上调 五大评级下调 五大首次覆盖评级 责任编辑:郭明煜 五大评级下调 五大首次覆盖评级 责任编辑:郭明煜 1. 杰富瑞将罗库(ROKU)的评级从 "持有" 上调至 "买入",目标价从 100 美元上调至 135 美元。该 机构认为,在乐观情形下,罗库的平台营收有望实现 20% 以上的增长。 2. 派珀・桑德勒将 Unity(U)的评级从 "中性" 上调至 "增持",目标价从 43 美元上调至 59 美元。 该机构表示,进入 2026 年,移动应用广告市场 "态势良好"。BTIG 也将 Unity 的评级从 "中性" 上 调至 "买入",目标价定为 60 美元。 3. 花旗将赛默飞世尔(TMO)的评级从 "中性" 上调至 "买入",目标价从 580 美元上调至 660 美 元。该机构认为,赛默飞世尔将受益于制药支出增加以及产业本土化带来的利好。 4. ...
PayPal downgraded, Roku upgraded: Wall Street's top analyst calls
Yahoo Finance· 2025-12-11 14:39
The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades:  Jefferies upgraded Roku (ROKU) to Buy from Hold with a price target of $135, up from $100. The firm sees 20%-plus platform revenue growth in an upside case for Roku. Piper Sandler upgraded Unity (U) to Overweight from Neutral with a price target of $59, up from $43. The firm says the mobile app advertising mar ...
Calls of the Day: Netflix, Thermo Fisher, Incyte and Shake Shack
CNBC Television· 2025-12-09 17:59
All right, welcome back. Let's start with a call today on Netflix which was interesting at NEM reiterated by like the stock. They're bearish on the WBD deal though.They say Netflix loses if it wins in a Gen AI future. WBD is an anchor. They suggest it would put in a third 83 billion of additional value at risk.They say Brian Belki, I've heard from the others on this one already, but I want to hear from you. Should they have made the offer for WBD. Do you want them to get it.How do you feel about the stock n ...